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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$149M
2
ACH
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
Dorsal Capital Management
California
$29.3M
4
WA
Wasatch Advisors
Utah
$187M
5
ESCM
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
Jackson Square Partners
California
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
Victory Capital Management
Texas
$47.7M
4
Invesco
Invesco
Georgia
$11M
5
Vanguard Group
Vanguard Group
Pennsylvania
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
276
Glen Eagle Advisors
New Jersey
$4.99K +$587 +10 +13%
QCG
277
Quadrant Capital Group
Ohio
$4K -$35.3K -670 -90%
GWM
278
Geneos Wealth Management
Colorado
$4K -$12.5K -250 -76%
BAM
279
Bellevue Asset Management
Washington
$4K – – –
FWM
280
FSA Wealth Management
Massachusetts
$4K – – –
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$3K -$2.8M -42,030 -100%
TWA
282
TCI Wealth Advisors
Arizona
$3K – – –
SF
283
Synovus Financial
Georgia
$3K – – –
AWM
284
Apollon Wealth Management
South Carolina
$3K +$3K +50 New
GAM
285
Gemmer Asset Management
California
$2K -$2.42K -40 -55%
FCA
286
FinTrust Capital Advisors
South Carolina
$2K -$600 -12 -23%
IFAM
287
Institutional & Family Asset Management
Colorado
$2K -$323 -5 -14%
EWP
288
Engrave Wealth Partners
Texas
$2K +$2K +36 New
SL
289
Savior LLC
Massachusetts
$1K – – –
PCG
290
Private Capital Group
Connecticut
$1K – – –
TFO
291
Tarbox Family Office
California
$1K +$1K +13 New
LC
292
Lindbrook Capital
California
$1K +$1K +24 New
HRCM
293
Hood River Capital Management
Florida
– -$10.4M -206,221 Closed
Fuller & Thaler Asset Management
294
Fuller & Thaler Asset Management
California
– -$6.36M -125,801 Closed
DSAM
295
Dock Street Asset Management
Florida
– -$6.04M -119,347 Closed
Two Sigma Advisers
296
Two Sigma Advisers
New York
– -$2.6M -51,400 Closed
AI
297
Axiom Investors
Connecticut
– -$2.49M -49,120 Closed
Neuberger Berman Group
298
Neuberger Berman Group
New York
– -$1.77M -35,000 Closed
SCM
299
Sio Capital Management
New York
– -$1.55M -30,700 Closed
TCM
300
Tekla Capital Management
Massachusetts
– -$1.38M -27,310 Closed
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